Video:

Maximize Sage 100 Business Insights Explorer with the secondary grid

Sage 100 Pro Tips: Business Insights Explorer

In the second video on Sage 100 Business Insights Explorer, you’ll discover how to configure the secondary grid, adding fields from other tables, creating calculated fields, and customizing data views with colors and groupings. You’ll also learn how to save these settings as default views for future use and export data to Excel. The step-by-step walkthrough ensures you can efficiently analyze and present data, enhancing your reporting capabilities. Whether you’re grouping by item number, calculating extended costs, or setting up gross profit fields, this session equips you with practical tools to streamline your workflow in Sage 100.

This video is also available as a blog: Sage 100 Business Insights Explorer: Configuring the secondary grid

In this video you’ll learn how to:

Configure the secondary grid and add fields for enhanced data analysis

Create calculated fields for extended costs and gross profit directly in Sage 100

Customize views with colors, groupings, and save settings for future use

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